Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,333 institutions that hold shares in the stock, with a total of 2.09 Billion shares, which have been reported (via 13F filing form) to have a value of $652 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
1,443
shares
|
$449,855
0.21% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
1,441
shares
|
$449,231
1.98% of portfolio
|
Q2 2025
Reduced 90.02%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,440
shares
|
$448,920
0.14% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,439
shares
|
$448,608
0.14% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
1,436
shares
|
$447,673
0.02% of portfolio
|
Q4 2024
Added 40.37%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
1,436
shares
|
$447,673
0.13% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
1,436
shares
|
$447,673
0.21% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$447,361
0.19% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
1,435
shares
|
$447,361
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
1,434
shares
|
$447,049
0.33% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,432
shares
|
$446,426
0.17% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
1,432
shares
|
$446,426
0.26% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,430
shares
|
$445,802
0.12% of portfolio
|
Q2 2025
Reduced 52.68%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,429
shares
|
$445,490
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,427
shares
|
$444,867
0.19% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
1,427
shares
|
$444,867
0.18% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,426
shares
|
$444,555
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
1,426
shares
|
$444,555
0.18% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,425
shares
|
$444,243
0.19% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,425
shares
|
$444,243
0.17% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,423
shares
|
$443,620
0.14% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
1,419
shares
|
$442,373
0.36% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
1,416
shares
|
$441,438
0.34% of portfolio
|
Q2 2025
Reduced 30.28%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
1,416
shares
|
$441,438
0.15% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,415
shares
|
$441,126
0.08% of portfolio
|
Q2 2025
Reduced 12.92%
|